See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,711 | $114,381+233.7% | $107,525+255.0% | $142,382+168.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 11.70% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $11,698 | $4,015+191.4% | $3,754+211.7% | $4,299+172.1% |
| Participant deferral / active EE | $3,948 | $5,564-29.1% | $5,116-22.8% | $6,507-39.3% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |